As one of our “Pro” investors, you can now prepare your portfolio companies' accounts before transferring them to the startup teams.
You can easily create a company account, upload all necessary information and historical data, and then choose between managing it internally or transferring ownership to the startup team.
You now have access to the full startup interface with the Excel and Google Drive metric integrations for a fast and hassle-free import. Your metrics spreadsheets are safely and simply integrated into our platform.
This feature replaces “custom companies”, which were just internal for your account and did not support the full company account features, e.g. the full cap table. You can still keep your existing custom companies; should you prefer to keep creating new ones, please contact us.
In order to get started with Investor Managed Companies, please follow the below video and start creating your own companies.
How to setup a company